海外周报第99期：美国贸易谈判进展跟踪-20250721

Tariff Overview - On July 7, Trump signed an executive order extending the suspension period for reciprocal tariffs until August 1, with new rates set to be between 10%-50%[3] - Brazil has the highest new tariff rate at 50%, followed by Myanmar and Laos at 40%, while the EU's rate is 30% and Japan and South Korea's rates are 25%[3][9] Differences in Tariff Rates - The new tariffs will be cumulative with Section 232 tariffs, unlike the previous rates which were not cumulative[11] - New tariffs will impose penalties for transshipment to evade tariffs, ensuring higher rates are applied regardless of routing[12] Trade Negotiation Progress - Trade agreements have been reached with the UK (10% tariff), Vietnam (20% claimed by Trump, 11% claimed by Vietnam), and Indonesia (19%)[4][13] - India is reportedly very close to a temporary agreement, while the EU is exploring solutions to resolve automotive tariff disputes[14] Economic Indicators - The WEI index for the US is at 2.37, indicating stable economic activity, while Germany's WAI index has dropped to -0.38[21] - US retail sales increased by 0.6% in June, exceeding expectations, while PPI inflation was lower than anticipated at 2.3%[16][18]